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Disclosery

BFSG, LLC: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BFSG, LLC on PEP, newest first. How the timeline and the estimate are built.

BFSG, LLC held 10,733 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,733 shares
    Change vs previous 13F -15 shares

    0.13% of the 13F portfolio, value $1,453,181.

    13F-HR 0001706836-26-000003 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,748 shares
    Change vs previous 13F -781 shares

    0.16% of the 13F portfolio, value $1,668,980.

    13F-HR 0001706836-26-000002 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,529 shares
    Change vs previous 13F -738 shares

    0.16% of the 13F portfolio, value $1,654,713.

    13F-HR 0001706836-26-000001 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,267 shares
    Change vs previous 13F -449 shares

    0.17% of the 13F portfolio, value $1,722,778.

    13F-HR 0001706836-25-000007 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,716 shares
    Change vs previous 13F +440 shares

    0.19% of the 13F portfolio, value $1,679,021.

    13F-HR 0001706836-25-000005 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,276 shares
    Change vs previous 13F +208 shares

    0.22% of the 13F portfolio, value $1,840,664.

    13F-HR 0001706836-25-000004 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,068 shares
    Change vs previous 13F -795 shares

    0.21% of the 13F portfolio, value $1,835,061.

    13F-HR 0001706836-25-000002 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,863 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,187,365.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).